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Financial Planning

Is life insurance taxable?

January 27, 2017 Jared Friedman CFP®Financial Planning

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week.   Are life insurance death benefits taxable? […]

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Surprise – You are Human!

January 25, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

FACT: You are Human. I am Human We talk about stock market returns as if they go up in a straight line. When we discuss the “average” return our mind immediately latches on to that number and draws a mental […]

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Asset Allocation – Broken Down

January 23, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Asset Allocation – Broken Down Reality check: If your financial advisor, stock broker or hedge fund manager was able to see the future and know which way the market was heading, they wouldn’t be managing your money. Instead they would […]

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Our Favorite Articles of the Week 1-20-2017

January 20, 2017January 19, 2017 Jared Friedman CFP®Favorite Articles, Financial Planning

  Here are our favorite articles of the week: Wealth Can Make Us Selfish Schopenhauer on the Dangers of Clickbait Why Amazon’s Echo is totally dominating! Pundits, Facts and the Future A Simple Way to Stay Grounded in Stressful Moments […]

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Should I be Investing More Aggressively?

January 20, 2017June 18, 2018 Jared Friedman CFP®Financial Planning, Investing Intelligence

Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Should I be investing more aggressively? Answer: […]

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The Pocket Financial Planner

Jared Friedman CFP®

The Art of Financial Planning is a blog that focuses on financial planning and  money management. I work at Redwood Financial Planning.  Learn more here.

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